NEWS & LEGAL ARTICLES

Estate Planning

How To: Lifetime Gifts

It may be better to give than to receive but, careful examination of both personal and tax considerations should be made before embarking on a course of lifetime gift giving.

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Estate Planning

What is a Personal Representative?

A personal representative is the person named in a Will to handle the Will-writer’s property after death. It is the name of the person often referred to as an Executor or Administrator.

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Estate Planning

Estate Planning for Young Children

No one likes to think about death much less plan for it. Many surveys indicate this is one of the biggest factors in not doing estate planning. However, doing estate planning is an act of love.

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Estate Planning

Don’t Forget to Plan for Pets!

Many of us have pets that we love. What would happen if you were no longer able to care for them? Here are answers to some basic estate paw-lanning questions.

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Community

Estate Planning in Uncertain Times

Getting your affairs in order creates a sense of peace. This can be especially true given the current uncertainties related to the Coronavirus. Here a three planning tools that bring greater peace of mind.

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Business

COVID-19 Relief | March 2020 CARES Act

On March 27, 2020, the President of the United States signed into law the Coronavirus Aid Relief and Economic Security (CARES) Act, which includes the Paycheck Protection Program (PPP).

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